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Berry Wealth Group’s PNC Financial Services PNC Stock Holding History

Berry Wealth Group’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,259
Closed -$243K – 110
2024
Q4 		$243K Buy
1,259
+108
+9% +$21.2K 0.18% 73
2024
Q3 		$213K Buy
+1,151
New +$202K 0.15% 85

Other funds holding PNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berry Wealth Group's PNC Position: Q1 2025 in Review

Berry Wealth Group sold out of PNC Financial Services (PNC) in Q1 2025, closing a stake of 1,259 shares — an estimated $243K sold.

Berry Wealth Group first reported a position in PNC in Q3 2024 and held it in 2 quarters. The position peaked at $243K in Q4 2024. 1,742 funds tracked by Wall St. Rank hold PNC as of Q1 2025.

  • Berry Wealth Group reported no remaining PNC Financial Services position as of Q1 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,259 PNC Financial Services shares in Q1 2025, an estimated $243K.
  • Berry Wealth Group first reported a position in PNC Financial Services in Q3 2024 and held it in 2 quarters.
  • Berry Wealth Group's PNC Financial Services position peaked at $243K in Q4 2024.
  • 1,742 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2025.

Based on Berry Wealth Group's 13F filing for Q1 2025, filed 23 Apr 2025.